Best CRM plugins for WordPress to try this year
How good are you at knowing, understanding, and interacting with your customers? The answer is “not good enough” because things can always get better. And customer relationship management software is one of the things that will help you do better. What is more, if you’re running a WordPress website, the good news doesn’t stop there: you don’t even have to go looking for a whole CRM system – you can try some CRM plugins for WordPress instead. WP plugins are an excellent way to improve your customer relations without paying for an entire software suite or to dip your toes into CRM before jumping in with a significant investment. Either way, CRM plugins are worth considering if you have a WP website.
CRM software 101: what it is and why it matters
CRM stands for customer relationship management. It can refer to a strategy, a process, or technology. But whichever option we’re talking about, one thing remains at the core of CRM: the relationship between a business and its customers. Maintaining a good relationship in this aspect is crucial for every business.
Your business and its growth depend on your customers: you should always be on the lookout for new prospects, trying to convert new leads, working on retaining traffic in the long run, providing the best possible customer service, and more. To do that, you need to understand your demographic well. Who are your customers? How far down the sales pipeline is each of your leads? Where is each one of your customers in their lifecycle? Have you previously been in contact with these customers, and how often? Unless you have an eidetic memory, you won’t be able to answer these questions off the top of your head. That’s where CRM comes in.
As a strategy, CRM is about your business philosophy regarding customer relationships and how they should be managed. As a process, it’s the specific actions you take to make that philosophy into reality. But as a technology, CRM is the software that helps you collect, analyze, and interpret information about your customers and their relationship to your business, as well as take appropriate actions based on these data. It often comes with additional features like marketing automation and email integration. Even without these, however, CRM software is worth investing in as it will save you time and effort in maintaining good customer relationships.
What are CRM plugins for WordPress?
WP plugins are bits of code added to your WordPress website for additional functionality. They can do anything from providing security features to dealing with spam comments to making it easier to design your website. But while most plugins are intended to make your life easier, some are there specifically to improve user experience or the relationship between the user and the business. CRM plugins are in that group.
Why should you opt for CRM plugins for WordPress?
Virtually every business can benefit from some type of CRM software. The only question is whether you need just a lightweight tool or a full suite. If your website runs on WordPress, then a plugin can be the perfect solution here. Many of the must-have WP plugins do very impressive work, equivalent to and sometimes even better than independent software. So you won’t be sacrificing functionality if you opt for a plugin. Yet, plugins tend to be a lot more affordable and usually don’t require an extensive installation and onboarding process. Additionally, they can be a good introduction to CRM. You can learn what works through plugins, then later invest in more extensive software when your business grows.
What are the best CRM plugins for WordPress?
There are tens of thousands of WordPress plugins out there. Many of them are CRM plugins or at least include CRM features. So deciding on which one to download can be tricky. But you can’t go wrong with any of the following options:
If you’re looking for CRM plugins for WordPress for small businesses, then WP-CRM should definitely be up for consideration. It is perfect for those who are just looking for a lightweight but high-performance tool with a focus on easy contact management, simplified project management, and seamless integration. With it, you can collect and store an unlimited number of contacts. To help you with this, you’ll have custom fields available as well as the possibility to integrate with other contact lists like Slack. All this will be available on your WP admin dashboard as the plugin integrates perfectly with the WP environment.
A basic version is available entirely for free. Although it doesn’t include many features, it’s a great and cost-effective solution when you don’t need much. A premium version is available at the starting price of $99 per year. However, you can also pay for and install individual additional features according to your own needs.
A 3-in-1 plugin with CRM, HRM, and accounting features, WP ERP is a great tool for small and medium businesses alike. With it, you’ll be able to create a company profile, collect payments, send out notifications, create contact groups, handle the customer lifecycle, gather progress reports, and more. It’s a truly impressive list of features, especially considering the core plugin is entirely free. Most of the features, including the main things a business will use from this plugin, are included in the free version. So if you’re concerned with your expenses, this is the perfect solution. However, if you love WP ERP, advanced plans start at $112 per year and include additional features, extensions, and support.
It’s impossible to talk about CRM plugins for WordPress without mentioning HubSpot. The company is known for creating powerful marketing software, and this plugin is no different. With it, you can connect your WP website to the free HubSpot CRM, which helps you organize, track, and nurture leads and customers. But that’s not all. As one of the most advanced CRM tools on this list (and on the market in general), it comes with a wide variety of features. Among them, you will find a form builder, a live chat and chatbots, analytics with enriched data, automatic logging of all contacts, customer timelines, an email marketing tool, and more.
Basically, this plugin is everything you need to manage your leads, increase your conversion rates, and nurture long-term relationships with customers. And it is entirely free of charge. So if you’ve ever wanted to try a HubSpot tool, the CRM plugin is a great place to start.
The perfect stepping stone to a full CRM suite comes in the form of UpiCRM. This plugin offers all the basic CRM features for free. With it, you can create forms, collect leads, and collect data from multiple sources. It also integrates with other CRMs, WP plugins, and even Google Drive with an additional option to export all data to another program, so if you do decide to upgrade to something more all-encompassing, you won’t lose all your hard work. If you’re looking for a free, basic, and lightweight tool that you can use for dipping your toes into CRM, this is the perfect option.
Although not a CRM plugin, strictly speaking, WP Fusion deserves mention when talking about WordPress and CRM software. It is a premium plugin (with a free Lite version) that essentially acts as the go-between for your website and a CRM program. Its primary purpose is to collect information about your customers and leads, then feed it to a third-party CRM of your choosing while adding a few basic CRM features to your website.
This may not seem worth the $247 per year price, but the truth is that the importance of accurate information about your customers is hard to overstate. WP Fusion automates the collection of this customer data, allows you to create custom forms, adds tags to customer profiles, locks content on your website so only specific categories of customers can see it, all while integrating seamlessly with a wide variety of CRM and mailing systems. This allows you to use data to your advantage and effectively manage customer relationships so you can grow your business faster.
CRM and Lead Management by vCita
Another plugin that isn’t technically CRM itself but rather integrates with a CRM system is the vCita CRM and lead management plugin. The plugin itself is not particularly impressive – it gives your WP website lead capture capabilities and allows you to stay in contact with customers. But the vCita CRM that the plugin integrates with is a heavy-duty feature with robust search capabilities, virtually endless contact storage, an in-depth view of customers, and a slew of automation tools. Despite this, learning the system is easy as the interface is modern and intuitive. If you want a real powerhouse of a CRM, vCita is an excellent option at only $19/month. The plugin will simply allow you to integrate this system with your WP website.
Web-to-Lead for Salesforce
Another one of the CRM plugins for WordPress that operates by integrating an existing suite with WordPress is the Web-to-Lead for Salesforce plugin. Perhaps the most well-known CRM solution on the market, Salesforce is never a bad choice when it comes to CRM. There’s a good reason for its popularity, too: Salesforce offers a whole host of tools to help you collect and nurture leads, manage customer relationships, track sales data, and even analyze your competition. You’ll also have access to various marketing tools to help you build your reputation online and reach more prospects. The plugin allows you to capture leads through WordPress and automatically sync them to your Salesforce account. It’s free, but the use of Salesforce itself comes with a price tag starting at $25/month.
With Groundhogg, you’ll be able to automate your marketing and customer relationship management in a simple way. Designed specifically for WordPress, it integrates perfectly with the platform. Like most plugins on this list, the basic version of it is free. It allows you to:
- create forms,
- write custom emails,
- segment your contact lists,
- keep track of your customers, and more.
If that’s not enough, premium plans start at $20 per month. You’ll get tons of different extensions to choose from and add features like payment collection and conditional funnel logic.
What to look for when choosing among the best CRM plugins for WordPress
Just like with plugins for Search Engine Optimization, there is no magic formula for a CRM plugin – each business is unique and looking for something different. But certain must-have features should be a part of any plugin you’re considering. These include:
- a contact capture system with form builders
- databases for storing customer information
- reporting with in-depth insights
- pipeline management, preferably visual
- messaging tools that ease contact between employees and customers
- an intuitive interface that’s easy to use for both employees and customers
- invoicing and billing tools
- tagging, filtering, and search options
- integration features for linking with other CRM tools
WooCommerce integration, task scheduling, document databases, and activity logs are also useful features for many businesses. But ultimately, it is up to you which of these features to prioritize. After all, you know best what your business needs.
How to make the most of your CRM plugins for WordPress
The first step towards success will be choosing the right CRM plugins for WordPress. But it’s once you’ve installed your chosen plugin that the work truly begins. Make sure to set up your plugin in a way that works for you and your business. Familiarize yourself with the different features and how best to use them – this is crucial for getting the most out of any software. Read up on the different options and take a look at some tutorials, if any are available. For features that your customers will interact with (like contact forms), always design with the user in mind. Finally, remember to regularly update your plugin as well as the rest of your website. This ensures that you’re always running the latest version of the software with all the potential new features that come with updates.